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306 stories · latest 07 Oct 2026 · clear filter
Dilip Buildcon is known mainly as a road contractor; a pipeline it owns and operates for 25 years brings a different kind of income, a transport tariff over time instead of a one-off construction payment, and needs the…
India imports most of its crude, so each dollar on Brent raises the import bill and the cost base of fuel retailers, airlines, paint and tyre makers, while refiners' margins move with the gap between crude and product…
Standalone refiners such as CPCL and MRPL earn the gross refining margin - the gap between crude and product prices - and have no retail pump network on which prices are held down, so a product-led rise in oil shows up…
The two reports differ by more than Rs 5,000 crore on issue size, so the price band is the figure to wait for. Either way the issue is entirely new shares: the money goes to Jio Platforms, and Reliance Industries, its…
Crude below $100 eases the import bill and the input costs of oil marketers, airlines, paints and chemicals, which is why Reliance, IndiGo and Asian Paints were among the gainers. Banks and consumer names moved on…
An interim agreement is already in place, so this is about the wider deal and the tariff rate Indian exporters end up with against competing countries. The companies exposed are export-heavy ones selling into the US…
Jet fuel is roughly 40% of an Indian airline's operating cost, so a 13.2% rise in one month cannot be absorbed without either higher fares or lower margins. IndiGo is choosing fares; the test is whether demand holds as…
India imports most of its crude, and much of it comes from the Gulf, so the volume moving through Hormuz matters as much as the headline price. More cargoes getting through eases the supply squeeze that has kept Brent…
The advice describes a trade-off that runs through listed sectors. A weaker rupee raises the rupee value of dollar revenue at IT services and pharma exporters, and raises the landed cost of crude for refiners, airlines…
No extra barrels are scheduled for November, and the report notes most members already pump below their targets because the conflict that began on February 28 has effectively closed the Strait of Hormuz. For India…
India is not a G7 member and is not part of the release, so the link is through prices. Oil marketing companies carry the gap between crude costs and held retail prices, which the industry puts at about Rs 8-9 a litre…
Compressed biogas is made from crop residue, dung and food waste and is sold as a substitute for natural gas in vehicles and industry, so the announcement touches three groups of listed companies: Reliance itself…
India imports most of its crude, so the price sets the input bill for the state fuel retailers and the under-recoveries they carry on petrol, diesel and LPG. The detail that matters here is diesel: Indian refiners that…
Jet fuel can make up as much as 40% of an airline's operating costs, according to the report, so listed carriers absorb a sharp, direct rise in their largest cost. Restaurants, hotels and caterers that use commercial…
Indian refiners have relied on discounted Russian barrels to support refining margins. If tariff pressure pushes them toward Middle Eastern, US or Latin American grades, crude costs and the margin cushion change for…
The levy takes a larger cut of what refiners earn on diesel and jet-fuel exports, nudging more product into the domestic market where pump prices are controlled. Refiners that ship a large share of output abroad take…
Reliance is one of the largest index weights, so its results move the benchmarks. Higher crude prices inflated O2C revenue and the 17% rise in that unit's EBITDA shows refining earnings holding up through the West Asia…
A Jio listing would rank among India's biggest public issues and lets investors value Reliance's telecom and digital arm on its own, which feeds directly into Reliance Industries' sum-of-the-parts valuation. Because it…
Cheaper crude directly narrows losses at IOC, BPCL and HPCL, whose earnings swing with the gap between pump prices and international product costs; diesel and LPG remain loss-making, so their recovery is partial. Lower…
A higher inflation path with rates unchanged removes the room for further easing and keeps bond yields firm, which affects borrowing costs for banks, NBFCs and corporates and the outlook for rate-sensitive realty and…
The increases shrink daily losses at state-run fuel retailers IOC, BPCL and HPCL, which had been selling below cost, but pass the oil shock on to households and businesses. Diesel drives freight costs for FMCG, cement…
A weaker rupee raises the cost of crude, LNG, fertiliser, electronics and other imports, adding to inflation and squeezing companies that buy in dollars and sell at home, such as fuel retailers, airlines and…
India imports most of its crude, so a spike of this size widens the import bill and current-account deficit, weakens the rupee and lifts fuel and petrochemical costs. State-run fuel retailers such as IOC, BPCL and HPCL…
Cheaper crude is India's main relief channel: it eases costs for fuel retailers, airlines, paint and tyre makers, lowers imported inflation and supports the rupee. Lower bond yields lift banks' treasury values and the…